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KCB Group Q1 2012 PAT up 35%
Rank: User Joined: 1/24/2012 Posts: 1,675 Location: In Da Hood
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mwekez@ji wrote:This 509,180 shares must be among the 18,486,338 Employee share option exercised at KES 18.62 per share. Now, if this share falls below the 18.62, the it’ll be a VERY STRONG BUY very nice !
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Rank: Elder Joined: 9/23/2010 Posts: 2,221 Location: Sundowner,Amboseli
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mwekez@ji wrote:This 509,180 shares must be among the 18,486,338 Employee share option exercised at KES 18.62 per share. Now, if this share falls below the 18.62, the it’ll be a VERY STRONG BUY Couldnt agree more. Lets see how the stock behaves when it goes ex kesho! @SufficientlyP
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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 Seal of approval?;-) GOD BLESS YOUR LIFE
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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mwekez@ji wrote:
This 509,180 shares must be among the 18,486,338 Employee share option exercised at KES 18.62 per share. Now, if this share falls below the 18.62, the it’ll be a VERY STRONG BUY
Was down 6.3 percent today after going ex dividend. Would be surprised to see 18 though... GOD BLESS YOUR LIFE
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Rank: Chief Joined: 1/3/2007 Posts: 18,129 Location: Nairobi
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I would not mind KCB dropping to 20/- coz that would make it a nice entry point for a major purchase! Now if only KK's cash comes in 'early' Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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VituVingiSana wrote:
Now if only KK's cash comes in 'early'
 Wake me up when September ends GOD BLESS YOUR LIFE
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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youcan'tstopusnow wrote:mwekez@ji wrote:
This 509,180 shares must be among the 18,486,338 Employee share option exercised at KES 18.62 per share. Now, if this share falls below the 18.62, then it’ll be a VERY STRONG BUY
Was down 6.3 percent today after going ex dividend. Would be surprised to see 18 though... ... if the bourse retreats, it may take roar with it
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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mwekez@ji wrote:youcan'tstopusnow wrote:mwekez@ji wrote:
This 509,180 shares must be among the 18,486,338 Employee share option exercised at KES 18.62 per share. Now, if this share falls below the 18.62, then it’ll be a VERY STRONG BUY
Was down 6.3 percent today after going ex dividend. Would be surprised to see 18 though... ... if the bourse retreats, it may take roar with it It was roar that took down the market yesterday... 21.75 will be the lowest it will ever go in 2012.. Mark 12:29
Deuteronomy 4:16
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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guru267 wrote:mwekez@ji wrote:youcan'tstopusnow wrote:mwekez@ji wrote:
This 509,180 shares must be among the 18,486,338 Employee share option exercised at KES 18.62 per share. Now, if this share falls below the 18.62, then it’ll be a VERY STRONG BUY
Was down 6.3 percent today after going ex dividend. Would be surprised to see 18 though... ... if the bourse retreats, it may take roar with it It was roar that took down the market yesterday... 21.75 will be the lowest it will ever go in 2012.. Thats a very bold prediction, time will tell The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: User Joined: 1/24/2012 Posts: 1,675 Location: In Da Hood
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this eurozone debt stuff is really ruining stuff... now rally has been interrupted !
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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QW25091985 wrote:this eurozone debt stuff is really ruining stuff... now rally has been interrupted !
Are you watching the crude markets as well? Importers paradise!! A probable toast to a successful H2! 
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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10.5 million shares traded by 1.15pm.. Talk about volumes!! Mark 12:29
Deuteronomy 4:16
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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guru267 wrote:10.5 million shares traded by 1.15pm.. Talk about volumes!! Aiding the market past 500 million turnover... GOD BLESS YOUR LIFE
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Rank: Veteran Joined: 3/26/2012 Posts: 985 Location: Dar es salaam,Tanzania
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HF is turning the tables on residential mortgage unfortunately it is being hammered miserably http://www.businessdaily...1/-/s0a4n4z/-/index.html
“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.”
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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HF is an undervalued counter. PER - 5.6 P/B - 0.75 .. not forgeting book closure for the dividend is end of this month .. plus its having great strategies to make monie. Its a BUY
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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mwekez@ji wrote:HF is an undervalued counter. PER - 5.6 P/B - 0.75 .. not forgeting book closure for the dividend is end of this month .. plus its having great strategies to make monie. Its a BUY HF is a definitely a buy for those who are not interested in KCB... Cos KCB is HFs better looking big brother... the size of S&Ls market and potential for growth tells it all.. HF is still restricted to the Kenyan market and is barely a commercial bank... Mark 12:29
Deuteronomy 4:16
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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guru267 wrote:mwekez@ji wrote:HF is an undervalued counter. PER - 5.6 P/B - 0.75 .. not forgeting book closure for the dividend is end of this month .. plus its having great strategies to make monie. Its a BUY HF is a definitely a buy for those who are not interested in KCB... Cos KCB is HFs better looking big brother... the size of S&Ls market and potential for growth tells it all.. HF is still restricted to the Kenyan market and is barely a commercial bank... Lets compare KCB and HF KCB 3yr high; 27 (Current price 23) HF 3 yr high; 30 (current price 15) KCB Net Book Value; 13 (P/B; 1.8) HF Net Book Value; 20.25 (P/B; 0.75) KCB PER; 6.2 HF PER; 5.6 Synergy; S&L and KCB Synergy; HF and Equity Bank Conclusion: HF is a BUY now. For KCB, wake me up when foreigners are done buying, my strategy remains buy low sell high and foreigners have already pushed KCB close to the 3 yr high.
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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mwekez@ji wrote:
Lets compare KCB and HF
KCB 3yr high; 27 (Current price 23)
HF 3 yr high; 30 (current price 15)
KCB Net Book Value; 13 (P/B; 1.8)
HF Net Book Value; 20.25 (P/B; 0.75)
KCB PER; 6.2
HF PER; 5.6
Synergy; S&L and KCB
Synergy; HF and Equity Bank
Conclusion: HF is a BUY now. For KCB, wake me up when foreigners are done buying, my strategy remains buy low sell high and foreigners have already pushed KCB close to the 3 yr high.
What exactly is the synergy between Equity and HF?? I dont see HF having access to equitys client list.. And last time i checked equity had its own mortgage dept.. Btw KCB Book value is 16 & not 13 as stated above.. I noticed you did not compare dividend yields?? Oh yeah FYI past research has shown the best decisions on the NSE are made by foreign investors and the worst are usually made by locals... Mark 12:29
Deuteronomy 4:16
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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what puzzles me is the strong and consistent demand for kcb even after going ex dividend. we saw this phenomenon with safcom last yr and equity. all i know is that it cant last forever. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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Aguytrying wrote:what puzzles me is the strong and consistent demand for kcb even after going ex dividend. we saw this phenomenon with safcom last yr and equity. all i know is that it cant last forever. The variables are not the same in 2012 as in 2011.. Mark 12:29
Deuteronomy 4:16
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KCB Group Q1 2012 PAT up 35%
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